A detailed history of Spectrum Wealth Counsel, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Spectrum Wealth Counsel, LLC holds 30,526 shares of IUSV stock, worth $3.04 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
30,526
Previous 18,820 62.2%
Holding current value
$3.04 Million
Previous $1.66 Billion 75.75%
% of portfolio
0.34%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$87.56 - $95.49 $1.02 Million - $1.12 Million
11,706 Added 62.2%
30,526 $2.91 Billion
Q2 2024

Aug 08, 2024

SELL
$85.39 - $90.42 $988,901 - $1.05 Million
-11,581 Reduced 38.09%
18,820 $1.66 Billion
Q1 2024

May 06, 2024

BUY
$82.87 - $90.44 $818,506 - $893,275
9,877 Added 48.12%
30,401 $2.75 Billion
Q4 2023

Feb 14, 2024

BUY
$71.48 - $84.61 $1.47 Million - $1.74 Million
20,524 New
20,524 $1.73 Billion

Others Institutions Holding IUSV

About ISHARES CORE S&P U.S. VALUE ET


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Spectrum Wealth Counsel, LLC Portfolio

Follow Spectrum Wealth Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Spectrum Wealth Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Spectrum Wealth Counsel, LLC with notifications on news.